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CIPNX: Champlain Small Company Fund Inst Shares (MUTUAL FUND)
Basic Info 22.41 0.05(0.22%) July 18
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 09/01/2016 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 8.42% |
| Expenses | 1.27% |
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Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 09/01/2016 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | -0.3 | 6.0 | 12.1 | 9.1 | 9.0 | 13.7 | 14.3 | -20.6 | 12.7 | 24.4 | 25.4 | -3.1 | 10.8 | 10.4 |
| Sharpe Ratio | NA | -0.18 | 0.33 | 0.37 | 0.34 | 0.34 | 0.56 | 0.61 | -0.81 | 0.74 | 0.65 | 1.64 | -0.27 | 0.93 | 2.52 |
| Draw Down(%) | NA | 20.2 | 22.2 | 22.2 | 34.5 | 36.0 | 7.6 | 15.9 | 31.0 | 11.2 | 36.0 | 8.5 | 26.3 | 5.4 | 6.1 |
| Standard Deviation(%) | NA | 25.4 | 22.8 | 20.6 | 20.9 | 21.4 | 17.9 | 17.5 | 27.4 | 17.1 | 37.0 | 14.6 | 16.9 | 10.9 | 13.8 |
| Treynor Ratio | NA | -0.05 | 0.07 | 0.07 | 0.07 | 0.07 | 0.09 | 0.1 | -0.22 | 0.12 | 0.25 | 0.23 | -0.05 | 0.08 | 0.31 |
| Alpha | NA | -0.05 | -0.01 | -0.03 | -0.02 | -0.02 | -0.04 | -0.04 | 0.0 | -0.05 | 0.02 | -0.02 | 0.01 | -0.06 | 0.07 |
| Beta | NA | 1.0 | 1.02 | 1.03 | 1.03 | 1.01 | 1.08 | 1.09 | 1.02 | 1.07 | 0.98 | 1.03 | 0.88 | 1.29 | 1.12 |
| RSquared | NA | 0.89 | 0.81 | 0.77 | 0.77 | 0.81 | 0.61 | 0.71 | 0.86 | 0.74 | 0.87 | 0.81 | 0.79 | 0.7 | 0.75 |
| Yield(%) | N/A | 0.0 | 8.2 | 5.8 | 6.0 | N/A | 8.7 | 6.7 | 0.3 | 4.8 | 7.0 | 9.2 | 11.2 | 9.8 | 2.9 |
| Dividend Growth(%) | N/A | -100.0 | 37.5 | -20.5 | N/A | N/A | 37.5 | 1798.6 | -93.6 | -21.7 | -10.3 | -30.7 | 15.8 | 261.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/01/2016
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